Work With Us

Operations Department

ASSOCIATE

This is a unique opportunity to provide operational support to advisors and clients alike. You will be the advisor’s right-hand person to help clients reach their financial goals. The position is an in-office role out of The Bahnsen Group’s New York City office.

RESPONSIBILITIES

Prepare and process paperwork for new accounts, account transfers, account maintenance, withdrawals and required minimum distributions
Monitor and confirm transactions in client accounts to ensure timely and accurate completion
Liaison between the custodian and client
Client service and communications
Go-to person for advisors and clients
Client hospitality and service

QUALIFICATIONS

Administrative experience
Strong organizational skills
Experience working in customer service
Ability to drive high performance in a fast-paced environment
Attention to detail
Excellent written and oral communication skills

ASSOCIATE

This is a unique opportunity to provide operational support to advisors and clients alike. You will be the advisor’s right-hand person to help clients reach their financial goals. The position is an in-office role out of The Bahnsen Group’s Phoenix office.

RESPONSIBILITIES

Prepare and process paperwork for new accounts, account transfers, account maintenance, withdrawals and required minimum distributions
Monitor and confirm transactions in client accounts to ensure timely and accurate completion
Liaison between the custodian and client
Client service and communications
Go-to person for advisors and clients
Client hospitality and service
Office supplies and provisions
Front desk telephone and front office work
Coordination with IT
Building and facilities liaison
Service to team members in the Arizona office

QUALIFICATIONS

Administrative experience
Strong organizational skills
Experience working in customer service
Ability to drive high performance in a fast-paced environment
Attention to detail
Excellent written and oral communication skills

Tax Department

JUNIOR ASSOCIATE

Seeking a full-time, in-office, Junior Associate to join the Tax Department in our Newport Beach location. The Junior Tax Associate will work with experienced CPAs and have ample opportunity to grow into a Senior Tax Consultant within the Tax Department.

RESPONSIBILITIES

Lead all administrative and reporting duties for the Tax Department
Facilitate the onboarding process of new tax clients
Collect data from clients for tax projections and tax preparation purposes
Submit tax filings and file extensions by deadlines
Perform initial data entry & analysis for tax returns and tax projections
Assist Senior Tax Consultants with analyzing individual and business tax returns to find opportunities and inefficiencies
Research federal and state income tax issues and prepare written responses to client questions with support from Senior Tax Consultants

QUALIFICATIONS

Bachelor’s degree in finance, tax, accounting, or economics
1-2 years of tax season experience in an established accounting firm
Experience with tax preparation software
Detail oriented
Strong work ethic

Planning Department

ASSOCIATE

Seeking a full-time, in-office, Associate to join the Planning Department in our Newport Beach location. The Associate position is focused on providing financial planning advice directly to clients. Reports to the Director of Financial Planning.

RESPONSIBILITIES

Assist in financial plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor Group
Collect and aggregate financial planning information from clients
Utilize e*Money financial planning software
Support client administrative needs within e*Money
Create robust financial plans and formulate recommendations for clients
Assist Private Wealth Advisors with ad hoc financial planning projects for clients
Lead financial planning meetings with UNHW/HNW clients

QUALIFICATIONS

Bachelor’s degree (preferably in finance, tax, accounting, or economics)
1-4 years of work experience (preferably in financial services or an RIA)
Strong interest in pursuing the CFP® credential (preferably already started the process but does not need to have the designation for hire)
A strong understanding of financial planning concepts – tax, estate, retirement, cash flow planning, etc.
Accurate, organized, and highly detailed oriented
Effective communicator who is highly responsive and can provide thoughtful advice to clients

Risk Department

ASSOCIATE – MINNETONKA, MN

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